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| | ==Add Team to Your Contract/Agreement== | | ==Add Team to Your Contract/Agreement== |
| − | | + | [[Add or Remove Approvers after Contract/Agreement is Published]]<br/> |
| − | <div class="mw-collapsible mw-collapsed">
| + | [[Enable and Disable Approvers]]<br/> |
| − | <div style="width:450px;float:left;" class="mw-collapsible-title">
| + | [[Trigger Notification]]<br/> |
| − | '''Add or Remove Approvers after Contract/Agreement is Published'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI ">
| + | |
| − | | + | |
| − | [[ICM_Help| Home]] > [[Agreement Management]] > Add and Remove Approvers
| + | |
| − | | + | |
| − | You can Add, Remove '''Approvers''' and arrange them sequentially if you have privilege to '''Add/Remove''' Team.
| + | |
| − | In '''ICM''', there are certain user privileges regarding managing the '''ICM''' features and functions. These privileges are provided by ICM Administrator.<br/>
| + | |
| − | After an '''Agreement''' is published, you can Add or Remove an Approver in '''Draft''' and '''Waiting for Approval''' state.
| + | |
| − | | + | |
| − | '''Add an Approver'''
| + | |
| − | | + | |
| − | To add an Approver:
| + | |
| − | | + | |
| − | 1. On the home page, click the '''Agreements''' tile.<br/>
| + | |
| − | | + | |
| − | 2. Now on the '''Agreements''' page, view [[File:View.png]] the Agreement either in '''Draft''' state or '''Waiting For Approval''' state, to add the '''Approver'''.
| + | |
| − | | + | |
| − | 3. Click the '''Team''' option in the left pane. All the team members for the Agreement will appear.<br/>
| + | |
| − | | + | |
| − | [[File:AddRemove_Approvers_-_Adding_an_approver-4.4.png]] <br/>
| + | |
| − | | + | |
| − | 4. Now click [[File: Add icon.jpeg]] next to '''Add'''. The '''Add User''' dialog box will pop up.<br/>
| + | |
| − |
| + | |
| − | 5. In '''Add User''' dialog box '''Select Role''' field consists of nine types of Approver and other roles as well which are:<br/>
| + | |
| − | | + | |
| − | :* Business Function Approver<br/>
| + | |
| − | :* Compliance<br/>
| + | |
| − | :* Compliance Approver<br/>
| + | |
| − | :* Contract Admin<br/>
| + | |
| − | :* Finance Approver<br/>
| + | |
| − | :* Legal Approver<br/>
| + | |
| − | :* Marketing Approver<br/>
| + | |
| − | :* Observer<br/>
| + | |
| − | :* Other Approver<br/>
| + | |
| − | :* Product Approver<br/>
| + | |
| − | :* Sales Approver<br/>
| + | |
| − | :* Secondary Owner<br/>
| + | |
| − | :* Technical Approver<br/>
| + | |
| − | | + | |
| − | Select the type of Approver as per the requirement.<br/>
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | | '''Note''': When Agreement is in '''Draft''' or '''Waiting For Approval''' state, only the Approvers can take action.<br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | 6. After that under '''Select User''', select appropriate user or search the user by entering the initials in '''Search User''' field.You can select multiple users as Approver.
| + | |
| − | | + | |
| − | 7. The hierarchy number of the user appears in the Step Number box. You can change the step number according to your agreement flow or keep it as it is.
| + | |
| − | | + | |
| − | 8. The Step Number can be earlier, current or higher, irrespective of User step. The Agreement approval flows sequentially according to the step number.
| + | |
| − | | + | |
| − | 9. Once the Users are selected, enter the required comments in the '''Comments''' box.<br/>
| + | |
| − | | + | |
| − | 10. By default '''Send Notification''' check box will be checked, so all the users added as Approver will receive a notification regarding it. If you don't want to send notification to the added users, uncheck the '''Send Notification''' box.<br/>
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | | '''Note''': Only the User added manually will receive '''Notification'''.<br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | 11. Click '''Add'''. The added user will appear in Team option.<br/>
| + | |
| − | | + | |
| − | '''Remove an Approver'''
| + | |
| − | | + | |
| − | You can remove only those '''Approvers''' that you have added manually. Approvers that are defined by rule cannot be removed.<br/>
| + | |
| − | | + | |
| − | To remove an '''Approver''':
| + | |
| − | | + | |
| − | 1. Click [[File: No icon.jpg]] next to the '''Approver''' name. A dialogue box will pop up with the message '''You are about to remove a team member!''' in it.<br/>
| + | |
| − | | + | |
| − | 2. Enter the required comments in '''Comments''' box.
| + | |
| − | | + | |
| − | 3. By default '''Send Notification''' check box will be checked, so the user getting removed will receive a notification regarding it. If you don't want to send notification to the user, uncheck the '''Send Notification''' box.
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | | '''Note''': At a time only one user can be removed.<br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | 4. Click '''Submit''', the user will be removed.<br/>
| + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Cancel_a_Contract/Agreement|Cancel a Contract/Agreement" pageafter="Enable_and_Disable Approvers |Enable and Disable Approvers" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | <div class="mw-collapsible mw-collapsed">
| + | |
| − | <div style="width:200px;float:left;" class="mw-collapsible-title">
| + | |
| − | '''Enable and Disable Approvers'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI ">
| + | |
| − | | + | |
| − | [[ICM Help|Home]] > [[Agreement Management]] > Enable and Disable Approvers
| + | |
| − | | + | |
| − | You can Enable, Disable approvers, if you have Enable/Disable Team privilege. In ICM there are certain user privileges regarding managing the ICM features and functions. These privileges are provided by ICM Administrator.<br/>
| + | |
| − | After an '''Agreement''' is published, you can Enable or Disable an Approver in '''Draft''' and '''Waiting for Approval''' state.<br/>
| + | |
| − | | + | |
| − | 1. On the '''Agreements''' page, click the '''Team''' option in the left pane. All the team members for the Agreement will appear. <br/>
| + | |
| − | | + | |
| − | [[File:Enable disable Approvers.png]]<br/><br/> | + | |
| − | | + | |
| − | 2. Click [[File: enable.jpeg]] to disable a user. <br/>The message <font face=Courier> ''''Are you sure you want to disable user?''''</font> appears.<br/> Click '''Yes''' to disable the user tile.<br/>
| + | |
| − | | + | |
| − | 3. Click [[File: disable.jpeg]] to enable a user. <br/>The message <font face=Courier> ''''Are you sure you want to enable user?''''</font> appears.
| + | |
| − | <br/> Click '''Yes''' to enable the user tile.<br/>
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | | '''Note''': If you have the necessary privileges, you can add or remove Approvers as well. <br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Add_and_Remove Approvers|Add and Remove Approvers" pageafter="Send_a_Contract/Agreement_for_Review |Send a Contract/Agreement for Review" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | <div class="mw-collapsible mw-collapsed">
| + | |
| − | <div style="width:200px;float:left;" class="mw-collapsible-title">
| + | |
| − | '''Trigger Notification'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI ">
| + | |
| − | | + | |
| − | [[ICM Help|Home]] > [[Agreement Management]] > Trigger Notification<br/>
| + | |
| − | | + | |
| − | Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Notifications tab. <br/>
| + | |
| − | | + | |
| − | Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.
| + | |
| − | | + | |
| − | Before triggering a notification, you need to create an agreement and add members to the agreement team.
| + | |
| − | | + | |
| − | '''To create an agreement''': <br/>
| + | |
| − | 1. On the ICM Dashboard, click '''Agreement Management'''. <br/>
| + | |
| − | 2. On the '''Agreement Management''' page, click '''Create Agreement'''. <br/>
| + | |
| − | 3. The '''Create Agreement''' page consists of four tabs. <br/>
| + | |
| − | | + | |
| − | A. Contract Type Details <br/>
| + | |
| − | B. Attributes <br/>
| + | |
| − | C. Select Template <br/>
| + | |
| − | D. Verify <br/>
| + | |
| − |
| + | |
| − | A.'''Contract Type Details'''
| + | |
| − | {| class="wikitable"
| + | |
| − | |- style="vertical-align:top;"
| + | |
| − | !style="height:10px; width:200px; text-align:left;" | '''Field'''
| + | |
| − | !style="height:10px; width:300px; text-align:left;" | '''Action'''
| + | |
| − | | + | |
| − | |- style="horizontal-align:top;"
| + | |
| − | |style="height:10px; width:200px; text-align:left;" | Category
| + | |
| − | |style="height:10px; width:300px; text-align:left;" | Select relevant category
| + | |
| − | |- style="horizontal-align:top;"
| + | |
| − | |style="height:10px; width:200px; text-align:left;" | Contract Type Name
| + | |
| − | |style="height:10px; width:300px; text-align:left;" | Select appropriate contract type name
| + | |
| − | | + | |
| − | |- style="horizontal-align:top;"
| + | |
| − | |style="height:10px; width:200px; text-align:left;" | Type Of Paper
| + | |
| − | |style="height:10px; width:300px; text-align:left;" | Select appropriate type of paper
| + | |
| − | |}
| + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | |'''Note:''' Depending on the type of paper you select, tabs appear differently: <br/>
| + | |
| − | - If you select the '''Type Of Paper''' as '''Own''', the '''Select Template''' tab appears. The tab displays the relevant templates for the selected contract type. <br/>
| + | |
| − | - If you select the '''Type Of Paper''' as '''Third Party''', you need to upload a third party agreement. The '''Select Template''' tab does not appear in this case. <br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | B. '''Attributes''' <br/>
| + | |
| − | The fields that appear in '''Attributes''' tab depend on the Contract Type you selected.
| + | |
| − | Enter the necessary information on this page and click '''Next'''.
| + | |
| − | | + | |
| − | C. '''Select Template'''<br/>
| + | |
| − | Select the appropriate template from the available list.
| + | |
| − | | + | |
| − | D. '''Verify'''<br/>
| + | |
| − | The Verify page consists of four buttons. <br/>
| + | |
| − |
| + | |
| − | -'''Previous''': Click this button to go back to the earlier screen.<br/>
| + | |
| − | - '''Create''': Click this button to create the agreement. <br/>
| + | |
| − | -'''Create and Publish''': Click this button to create and publish the agreement.<br/>
| + | |
| − | -'''Create and Send for Approval''': Click this button to create and send the agreement for approval.<br/>
| + | |
| − | | + | |
| − | Let us understand how to trigger a notification.<br/>
| + | |
| − |
| + | |
| − | '''To trigger a notification''':
| + | |
| − | | + | |
| − | 1.On the '''Agreement Details''' page, in the left pane, click '''Team'''.<br/>
| + | |
| − | 2.On the '''Agreement Team'''page, click along '''Add'''.<br/>
| + | |
| − | 3.On the '''Add User''' page, select the appropriate user and the role of the user.<br/>
| + | |
| − | 3.Select the '''Send Notification''' checkbox to send the notification to the user you added.
| + | |
| − | | + | |
| − | '''Note''': You can select the '''Send Notification''' checkbox to send notification to the user you may have removed.
| + | |
| − | </font>
| + | |
| − | </div>
| + | |
| − | </div>
| + | |
| | | | |
| | ==Review and Approve/Reject a Contract/Agreement== | | ==Review and Approve/Reject a Contract/Agreement== |
| − | <div class="mw-collapsible mw-collapsed">
| + | [[Send a Contract/Agreement for Review]]<br/> |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| + | [[Review a Contract/Agreement]]<br/> |
| − | '''Send a Contract/Agreement for Review'''
| + | [[Recall an Approval]]<br/> |
| − | </div>
| + | [[Approve a Contract/Agreement]]<br/> |
| − | <div class="mw-collapsible-content">
| + | [[Reject a Contract/Agreement]]<br/> |
| − | <font face=" Segoe UI ">
| + | [[Add Notes]]<br/> |
| − | | + | |
| − | [[ICM Help| Home]] > [[Agreements]] > Send a Contract/Agreement for Review | + | |
| − | | + | |
| − | ICM has strong review and approval processes. After the agreement is created, you (primary owner) send it for internal and external review. The [[Glossary|third party]] review process is carried out off-premises. The Reviewer can suggest the changes wherever necessary.<br/>
| + | |
| − | | + | |
| − | To send a document for a review: <br/>
| + | |
| − | 1. On the details page of an agreement, click '''Request Review'''. <br/>
| + | |
| − | | + | |
| − | [[File:Send document for review1.jpg]] <br/> | + | |
| − | | + | |
| − | The '''Request Review''' dialog box appears.<br/>
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | | '''Note''': The '''Third Party''' tab displays a user that you have added as an external signatory while creating an agreement. <br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | Make the appropriate selection: <br/>
| + | |
| − | : a. Select '''Internal''' to add internal user as a reviewer. <br/>
| + | |
| − | : b. Select '''Third party''' to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement. <br/>
| + | |
| − | | + | |
| − | 2. Under ''' Select User''', select appropriate user as a reviewer. Alternatively, in the '''Search User''' box, type the name of the appropriate user, and then click [[File: search icon.png]]. <br/> Use the scroll arrows [[File:scroll arrow.jpg]] to scroll through users. <br/>
| + | |
| − | | + | |
| − | [[File: Request review.jpg]] <br/> | + | |
| − | | + | |
| − | 3. Click '''Send'''. The reviewer receives a notification for review. The status of the document changes to '''Review Pending'''.<br/>
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | To learn how to review a agreement, click [[Review_a_Contract/Agreement | Review a Contract/Agreement]]. <br/>
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Enable_and_Disable_Approvers|Enable and Disable Approvers" pageafter="Review_a_Contract/Agreement |Review a Contract/Agreement" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | <div class="mw-collapsible mw-collapsed">
| + | |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| + | |
| − | '''Review a Contract/Agreement'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI ">
| + | |
| − | | + | |
| − | [[ICM_Help|Home]] > [[Agreements]] > Review a Contract/Agreement<br/>
| + | |
| − | | + | |
| − | There are two ways to review an agreement:
| + | |
| − | *Internal Review.
| + | |
| − | *Third party review.
| + | |
| − | A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
| + | |
| − | *Contract Admin
| + | |
| − | *Primary owner
| + | |
| − | *Approver
| + | |
| − | *Reviewer
| + | |
| − | *Deviation approver
| + | |
| − | You can review an agreement as an internal reviewer if you are assigned a role of a '''Reviewer'''. Third party review is done by the external parties of an agreement. Let us understand the process to review an agreement as a '''Internal Reviewer'''
| + | |
| − | | + | |
| − | '''Review as an internal reviewer'''
| + | |
| − | | + | |
| − | To review an agreement as an internal reviewer: <br/>
| + | |
| − | | + | |
| − | 1. Click the '''Notifications''' tile on the '''Home''' page, and then the '''Tasks''' tab. A list of tasks appear.<br/>
| + | |
| − | | + | |
| − | [[File:Agreement awaiting Review.png]] <br/> | + | |
| − | | + | |
| − | 2. Click the '''agreement name'''. The agreement details and preview page appears. <br/>
| + | |
| − | :a. Click the appropriate buttons: <br/>
| + | |
| − | ::- '''Download Document''' to download the agreement. <br/>
| + | |
| − | ::- '''Cancel Request''' to cancel the review. <br/>
| + | |
| − | ::- '''Upload Document''' to upload the reviewed document. <br/>
| + | |
| − | ::- '''Approve''' to approve the review. <br/>
| + | |
| − | ::- '''Reject''' to reject the request. <br/>
| + | |
| − | | + | |
| − | :b. Click '''Approve''' to approve the request. The '''Add Note''' dialog box appears. <br/>
| + | |
| − | | + | |
| − | :c. Type appropriate comments, and then click '''Add'''. The status of the agreement changes to '''Draft'''. <br/>
| + | |
| − | | + | |
| − | Once an agreement is sent for the review using Request Review; this action can be cancelled as well.<br/>
| + | |
| − | | + | |
| − | 3. Subsequently, you can perform certain tasks as required. <br/>
| + | |
| − | | + | |
| − | :- '''Download Document''' to download the agreement. <br/>
| + | |
| − | :- '''Upload document''' to upload the agreement. <br/>
| + | |
| − | :- '''Edit''' to edit the agreement document. <br/>
| + | |
| − | :- '''Assemble Contract''' to assemble multiple contracts. <br/>
| + | |
| − | :- '''Request Review''' to send the agreement for review. <br/>
| + | |
| − | :- '''Send For Approval''' to send the agreement for approval to the respective approver. <br/>
| + | |
| − | :- '''Delete''' to delete the agreement. <br/><br/>
| + | |
| − | | + | |
| − | '''Review as a third party reviewer'''
| + | |
| − | | + | |
| − | To review an agreement as a third party reviewer: <br/>
| + | |
| − | :1. Download the document that you have received by e-mail from the primary owner. <br/>
| + | |
| − | :2. Review the document, and then send it to the primary owner by e-mail. <br/>
| + | |
| − | | + | |
| − | '''If you are a primary owner''': <br/>
| + | |
| − | When you receive the document from the reviewer, incorporate the changes, if any, and upload the document.
| + | |
| − | | + | |
| − | | + | |
| − | Related Topics:<br/>
| + | |
| | [[Delegate an Agreement Approval/Review]]<br/> | | [[Delegate an Agreement Approval/Review]]<br/> |
| − |
| |
| − | </font>
| |
| − | <link-page pagebefore="Send_a_Contract/Agreement_for_Review|Send a Contract/Agreement for Review" pageafter="Approve_a_Contract/Agreement |Approve a Contract/Agreement" />
| |
| − |
| |
| − | </div>
| |
| − | </div>
| |
| − |
| |
| − | <div class="mw-collapsible mw-collapsed">
| |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| |
| − | '''Recall an Approval'''
| |
| − | </div>
| |
| − | <div class="mw-collapsible-content">
| |
| − |
| |
| − | <font face=" Segoe UI ">
| |
| − | [[ICM Help| Home]] > [[Agreements]] > Recall an Approval
| |
| − |
| |
| − | In '''ICM''', user (primary owner) also has an ability to '''Recall''' an Approval, which will roll back the Agreement sent for approval, into '''Draft''' state. It helps the user to make basic changes required in the Agreement and trigger back the approval workflow again.<br/>
| |
| − |
| |
| − | To '''Recall''' an Approval:<br/>
| |
| − |
| |
| − | 1. On an '''Agreement''' page view [[File:View.png]] the Agreement which is in '''Waiting for Approval''' state.<br/>
| |
| − |
| |
| − | [[File:Recall page.png]]<br/>
| |
| − |
| |
| − | 2. Now on the '''Agreement''' Details page, click '''Send for Approval''' to send the Agreement further for approval.<br/>
| |
| − |
| |
| − | 3. Once you click '''Send For Approval''', '''Recall''' button will appear.<br/>
| |
| − |
| |
| − | [[File:Recall Feature.png]]<br/>
| |
| − |
| |
| − | 4. You can click '''Recall''' if you want to make any changes to the Agreement which is required and was not done before sending the Agreement for approval.<br/>
| |
| − |
| |
| − | 5. When clicked on Recall, '''Add Note''' dialog box pops up. If required enter the relevant description and select the appropriate reason code in the '''Reason Code''' field from the list provided.<br/>
| |
| − |
| |
| − | [[File:Recall Add.png]]<br/>
| |
| − |
| |
| − | 6. Once done click '''Save'''. The Agreement will be back in '''Draft''' state.<br/>
| |
| − |
| |
| − | </font>
| |
| − | <link-page pagebefore="Review_a_Contract/Agreement|Review a Contract/Agreement" pageafter="Approve_a_Contract/Agreement|Approve a Contract/Agreement" />
| |
| − |
| |
| − | </div>
| |
| − | </div>
| |
| − |
| |
| − | <div class="mw-collapsible mw-collapsed">
| |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| |
| − | '''Approve a Contract/Agreement'''
| |
| − | </div>
| |
| − | <div class="mw-collapsible-content">
| |
| − | <font face=" Segoe UI ">
| |
| − |
| |
| − | [[ICM_Help| Home]] > [[Agreements]] > Approve a Contract/Agreement
| |
| − |
| |
| − | A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
| |
| − | <div>
| |
| − | <div style="float:left;width:68%;" >
| |
| − | *Contract Admin
| |
| − | *Primary owner
| |
| − | *Approver
| |
| − | *Reviewer
| |
| − | *Deviation approver
| |
| − | You can approve/reject an agreement if you are assigned a role of a '''Approver'''.<br/>
| |
| − |
| |
| − | To approve an agreement: <br/>
| |
| − | 1. On the '''Home''' page, click the '''Notifications''' tile, and then the '''Tasks''' tab. A list of notifications appear.<br/>
| |
| − |
| |
| − | [[File:Tasks details.jpg]]<br/>
| |
| − | </div>
| |
| − |
| |
| − | </div>
| |
| − | <div style="clear:both"></div>
| |
| − | 2. Click the '''agreement name''' link. The '''Agreement Details''' page appears. <br/>
| |
| − |
| |
| − | 3. Click '''Approve'''. The '''Add Note''' dialog box opens. <br/>
| |
| − |
| |
| − | [[File:Approve button.jpg]]
| |
| − |
| |
| − | 4. Type appropriate note, and click '''Add'''. The status of the agreement changes to '''Approved'''.<br/>
| |
| − |
| |
| − | To learn how to send an agreement for review, click [[Send_a_Contract/Agreement_for_Review|Send a Contract/Agreement for Review]] <br/>
| |
| − |
| |
| − | Tutorials:<br/>
| |
| − | [[media:Approve Agreement Tutorial.pdf|Approve Agreement]]
| |
| − |
| |
| − | Related Topics:<br/>
| |
| − | [[Delegate an Agreement Approval/Review]]<br/>
| |
| − |
| |
| − | </font>
| |
| − | <link-page pagebefore="Review_a_Contract/Agreement|Review a Contract/Agreement" pageafter="Reject_a_Contract/Agreement |Reject a Contract/Agreement" />
| |
| − |
| |
| − | </div>
| |
| − | </div>
| |
| − |
| |
| − | <div class="mw-collapsible mw-collapsed">
| |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| |
| − | '''Reject a Contract/Agreement'''
| |
| − | </div>
| |
| − | <div class="mw-collapsible-content">
| |
| − | <font face=" Segoe UI ">
| |
| − |
| |
| − | [[ICM_Help|Home]] > [[Agreements]] > Reject a Contract/Agreement<br/>
| |
| − |
| |
| − | A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
| |
| − | *Contract Admin
| |
| − | *Primary owner
| |
| − | *Approver
| |
| − | *Reviewer
| |
| − | *Deviation approver
| |
| − | You can approve/reject an agreement if you are assigned a role of a '''Approver'''. If you reject an agreement, you have to provide the appropriate reasons for it. <br/>
| |
| − |
| |
| − | To reject an agreement: <br/>
| |
| − | 1. On the ICM Home page, click the <b>Notifications</b> tile, and then click the <b>Tasks</b> tab. List of tasks waiting for your action appears.<br/>
| |
| − |
| |
| − | 2. Click the agreement name link that you want to approve. The <b>Agreement Details</b> page appears.<br/><br/>
| |
| − |
| |
| − | [[File:Reject an Agreement new.png]]<br/><br/>
| |
| − |
| |
| − | 3. Review the agreement, and then click <b>Reject</b> to reject and agreement. The <b>Add Note</b> dialog box appears.<br/><br/>
| |
| − |
| |
| − | [[File:Reject an Agreement new 2.png]]<br/><br/>
| |
| − |
| |
| − | 4. Type your comments or details explaining why you are rejecting the agreement.<br/>
| |
| − |
| |
| − | 5. In the <b>Reason Code</b> list, select the appropriate reason, and then click <b>Add</b>. The agreement goes back to the <b>Draft</b> state.<br/>
| |
| − |
| |
| − |
| |
| − | Tutorials:<br/>
| |
| − | [[media:Reject Agreement Tutorial.pdf|Reject Agreement]]
| |
| − |
| |
| − | </font>
| |
| − | <link-page pagebefore="Approve_a_Contract/Agreement|Approve a Contract/Agreement" pageafter="Add_Notes |Add Notes" />
| |
| − |
| |
| − | </div>
| |
| − | </div>
| |
| − |
| |
| − | <div class="mw-collapsible mw-collapsed">
| |
| − | <div style="width:120px;float:left;" class="mw-collapsible-title">
| |
| − | '''Add Notes'''
| |
| − | </div>
| |
| − | <div class="mw-collapsible-content">
| |
| − | <font face=" Segoe UI ">
| |
| − |
| |
| − | [[ICM_Help|Home]] > [[Agreements]] > Add Notes<br/>
| |
| − |
| |
| − | Notes are the comments added to a contract request or a template. <br/> You (primary owner) can add your comments while creating or editing a contract request.<br/>
| |
| − |
| |
| − | To add notes while creating or editing a request:<br/>
| |
| − | 1. On the '''contract Requests Details''' page, click the '''Notes''' tab, then click '''Add Note'''. The '''Add Note''' dialog box appears.<br/>
| |
| − | 2. In the '''Add Note''' dialog box , type the appropriate note.
| |
| − |
| |
| − | [[File:Contract Request Details- Add Notes 1.png]] <br/>
| |
| − |
| |
| − |
| |
| − |
| |
| − |
| |
| − |
| |
| − | </font>
| |
| − |
| |
| − | </div>
| |
| − | </div>
| |
| − |
| |
| − | <div class="mw-collapsible mw-collapsed">
| |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| |
| − | '''Delegate an Agreement Approval/Review'''
| |
| − | </div>
| |
| − | <div class="mw-collapsible-content">
| |
| − | <font face=" Segoe UI ">
| |
| − |
| |
| − | [[ICM_Help| Home]] > [[Agreements]] > Delegate an Agreement Approval/Review
| |
| − |
| |
| − | If you are an approver, you can delegate your task of approving, reviewing, or signing an agreement to another user. <br/>
| |
| − |
| |
| − | To delegate an agreement: <br/>
| |
| − |
| |
| − | 1. On the '''Home''' page, click the '''Notifications''' tile , and then click the '''Tasks''' tab. A list of tasks appears.<br/>
| |
| − |
| |
| − | 2. Click the agreement name link. The '''Agreement Details''' page appears. <br/>
| |
| − |
| |
| − | [[File:Delegate an Agreement new.png]] <br/><br/>
| |
| − |
| |
| − | 3. Click '''Delegate'''. The '''Select User''' dialog box appears. <br/>
| |
| − |
| |
| − | 4. Select a user, and click '''Add'''. Alternatively, in the '''Search User''' box, type the name of the desired user, and click [[File:Search icon.png]]. <br/>Use the scroll arrows [[FIle:Scroll arrow.jpg]] to scroll through users. The '''Agreement task delegated successfully''' message appears. <br/>
| |
| − |
| |
| − | [[File:Agreement - Details - Delegate Agreement - Success message.jpg]]
| |
| − |
| |
| − | 5. Click '''OK'''. The delegated user receives a notification. <br/>
| |
| − |
| |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| |
| − | | '''Note''': After delegating a task, the '''Recall Delegation''' button is visible on the '''Agreement Details''' page using which the approver can recall the delegation. <br/>
| |
| − | |}
| |
| − |
| |
| − |
| |
| − | Tutorials:<br/>
| |
| − | [[media:Delegate an Agreement Tutorial.pdf|Delegate an Agreement]]
| |
| − |
| |
| − | </font>
| |
| − | <link-page pagebefore="Add_Notes|Add Notes" pageafter="Review_Deviated_Clauses |Review Deviated Clauses" />
| |
| − |
| |
| − | </div>
| |
| − | </div>
| |
| | | | |
| | ==Deviation in Clauses== | | ==Deviation in Clauses== |
| − | <div class="mw-collapsible mw-collapsed">
| + | [[Review Deviated Clauses]]<br/> |
| − | <div style="width:200px;float:left;" class="mw-collapsible-title">
| + | [[Approve Deviated Clauses]]<br/> |
| − | '''Review Deviated Clauses'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI ">
| + | |
| − | | + | |
| − | [[ICM_Help|Home]] > [[Agreements]] > Review Deviated Clauses<br/> | + | |
| − | | + | |
| − | The third party/supplier makes modifications to contract and sends it to you (Primary Owner).<br/>Being a Primary Owner, you then review deviated clauses and send it for deviation approval to the '''Deviation Approver'''.<br/>
| + | |
| − | | + | |
| − | To review deviated clauses: <br/>
| + | |
| − | | + | |
| − | 1. Upload the agreement/contract in ICM. <br/>
| + | |
| − | | + | |
| − | 2. Click [[File:Clause Comparison Report button.jpg]] located on the upper right corner of the '''Agreement Details''' page. ICM identifies the changes made by the third party/supplier and displays them <br/>in the '''Clause Comparison Report'''. The modified clauses are flagged as '''Deviated Clauses'''. <br/>
| + | |
| − | | + | |
| − | [[File:Review Deviated Clauses1.jpg]] <br/> | + | |
| − | | + | |
| − | The Clause Comparison Report displays the following: <br/>
| + | |
| − | | + | |
| − | * The '''Previous Text''' column displays the original clause text.<br/>
| + | |
| − | * The '''Current Text''' column displays the modified text. Scroll down to see the complete list of changes done for different clauses. <br/>
| + | |
| − | * The newly added text is highlighted in green. <br/>
| + | |
| − | * '''Strike through''' represents the text that is removed. <br/>
| + | |
| − | * The '''History''' tab displays the deviation information. <br/>
| + | |
| − | | + | |
| − | | + | |
| − | 3. On the '''Deviations''' tab, click [[File:Edit icon.jpg]] to view the deviation details of a clause. <br/>
| + | |
| − | | + | |
| − | [[File:Review Deviated Clauses2.png]] <br/>
| + | |
| − | | + | |
| − | On the '''Deviation Details''' dialog box, you can take the following actions: <br/>
| + | |
| − | | + | |
| − | * View the changes done in the '''Comments''' box. <br/>
| + | |
| − | * Review the changes done for clauses, and '''add a comment for each clause'''. <br/> These comments will be visible to Deviation Approvers which will help them decide whether they should approve or reject a clause. <br/>
| + | |
| − | | + | |
| − | 4. Add '''Deviation Approvers''' to the '''Team'''.<br/>
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | | '''Note''': If the Deviation Approval Rule is defined, deviation approvers are automatically added in the '''Team''' tab. <br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | | + | |
| − | Related Topics:<br/>
| + | |
| | [[Add Manual Deviation]]<br/> | | [[Add Manual Deviation]]<br/> |
| − |
| |
| − | </font>
| |
| − | <link-page pagebefore="Delegate_an_Agreement_Approval/Review|Delegate an Agreement Approval/Review" pageafter="Approve_Deviated_Clauses|Approve Deviated Clauses" />
| |
| − |
| |
| − | </div>
| |
| − | </div>
| |
| − |
| |
| − | <div class="mw-collapsible mw-collapsed">
| |
| − | <div style="width:200px;float:left;" class="mw-collapsible-title">
| |
| − | '''Approve Deviated Clauses'''
| |
| − | </div>
| |
| − | <div class="mw-collapsible-content">
| |
| − | <font face=" Segoe UI ">
| |
| − |
| |
| − | [[ICM_Help|Home]] > [[Agreements]] > Approve Deviated Clauses<br/>
| |
| − |
| |
| − | A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
| |
| − | *Contract Admin
| |
| − | *Primary owner
| |
| − | *Approver
| |
| − | *Reviewer
| |
| − | *Deviation approver
| |
| − | You (primary owner) send the reviewed agreement/contract to '''Deviation Approver'''. As a '''Deviation Approver''', you can approve or reject individual clauses inside the agreement if a '''Deviation Approver''' role is assigned to you.<br/>
| |
| − |
| |
| − | To approve/reject deviated clauses: <br/>
| |
| − |
| |
| − | 1. Click the '''agreement/contract link''' that you have received in the email notification. The system navigates you to the '''Deviations''' tab of agreement details page. <br/>
| |
| − |
| |
| − | [[File:Approve Deviated Agreement.png]] <br/>
| |
| − |
| |
| − | 4. Click [[File:View comments.jpg]] to view comments provided by other users in the team or other stakeholders. <br/>
| |
| − |
| |
| − | 2. Click [[File:Edit icon.jpg]]. The '''Deviation Details''' dialog box displays the comments provided by other users. You can add your own comments too. <br/>
| |
| − |
| |
| − | 3. After your review, click one of the following buttons: <br/>
| |
| − |
| |
| − | * '''Approve''' to approve the clause. <br/>
| |
| − | * '''Reject''' to reject the clause. <br/>
| |
| − | * '''Delegate''' to delegate the task to another user. <br/> To learn more, click [[Delegate_an_Agreement_Approval/Review|Delegate an agreement]]. <br/>
| |
| − |
| |
| − | The '''History''' tab displays all the events and actions related to the Clause deviations and the approval flow. <br/>
| |
| − |
| |
| − |
| |
| − |
| |
| − | </font>
| |
| − | <link-page pagebefore="Review_Deviated_Clauses|Review Deviated Clauses" pageafter="Add_Manual_Deviation |Add Manual Deviation" />
| |
| − |
| |
| − | </div>
| |
| − | </div>
| |
| − |
| |
| − | <div class="mw-collapsible mw-collapsed">
| |
| − | <div style="width:200px;float:left;" class="mw-collapsible-title">
| |
| − | '''Add Manual Deviation'''
| |
| − | </div>
| |
| − | <div class="mw-collapsible-content">
| |
| − | <font face=" Segoe UI ">
| |
| − |
| |
| − | [[ICM_Help|Home]] > [[Agreements]] > Add Manual Deviation<br/>
| |
| − |
| |
| − | In the third party review, the Third party/Supplier makes modifications to agreement/contract and sends it to the Primary Owner. Primary Owner (you) check for the deviated clause text that might need approval. After reviewing, primary owner(you) add the deviated clause text manually by using the '''Deviations tab'''. Then, primary owner(you) send the contract for further approval.<br/>
| |
| − |
| |
| − | <div>
| |
| − | <div style="float:left;width:68%;" >
| |
| − | To add deviations:<br/>
| |
| − | 1. On the <b>Agreements</b> page, click[[File:Add icon.jpeg]] to add deviations to an agreement. <br/>
| |
| − | 2. On the <b>Agreement Details</b> page, click the <b>Deviations</b> tab. <br/>
| |
| − | 3. Click next to <b>Add Deviation</b>. The <b>Add Deviation</b> dialog box appears.<br/>
| |
| − | </div>
| |
| − | </div>
| |
| − | <div style="clear:both"></div>
| |
| − | [[File:Add Manual Deviation1.jpg]]<br/>
| |
| − |
| |
| − | 4. On the <b>Add Deviation</b> dialog box, add deviation to agreement clauses as follows:<br/>
| |
| − | :a. In the <b>Select Clause</b> box, select the desired clause using the select icon. The <b>Select Clauses</b> dialog box appears.<br/>
| |
| − |
| |
| − | [[File:Add Manual Deviation2.jpg]]<br/>
| |
| − |
| |
| − | :b. Select the '''clause to which you want to add deviation'''. Alternatively, you can type the clause name, and click [[File:search button.png]] to search a clause.<br/>
| |
| − | :c. Click <b>Add</b>. The clause name appears in the <b>Select Clause</b> box.<br/>
| |
| − | :d. In the <b>Deviated Text</b> box, type the new/updated text.<br/>
| |
| − | :e. In the <b>Comments</b> box, type comments related to deviated clause that you want other users to see.<br/>
| |
| − | :f. Click <b>Save</b>. The <b>'Deviation added successfully.'</b> message appears.<br/>
| |
| − | :g. Click <b>OK</b>. The deviation appears in the <b>Deviation</b> tab.<br/>
| |
| − |
| |
| − |
| |
| − | '''Related Topics:'''<br/>
| |
| − | [[Review Deviated Clauses]]<br/>
| |
| − |
| |
| − | </font>
| |
| − | <link-page pagebefore="Approve_Deviated_Clauses|Approve Deviated Clauses" pageafter="Fulfil_a_Commitment | Fulfil a Commitment" />
| |
| − |
| |
| − | </div>
| |
| − | </div>
| |
| | | | |
| | ==Execute a Contract/Agreement== | | ==Execute a Contract/Agreement== |
| − | <div class="mw-collapsible mw-collapsed">
| + | [[Fulfil a Commitment]]<br/> |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| + | [[Send an Agreement to External/Third Party Signature]]<br/> |
| − | '''Fulfil a Commitment'''
| + | [[Electronic Signature for Own Paper]]<br/> |
| − | </div>
| + | [[Electronic Signature for Third Party Paper]]<br/> |
| − | <div class="mw-collapsible-content">
| + | [[Manual Signature]]<br/> |
| − | <font face=" Segoe UI ">
| + | |
| − | | + | |
| − | [[ICM_Help|Home]] > [[Agreements]] > Fulfil a Commitment<br/> | + | |
| − | | + | |
| − | Every agreement or contract has obligations associated with it. The obligations are towards the transactions, clauses, and so on.[[Glossary| Commitment]] is like a reminder to fulfil these obligations. For example, reminding supplier about contract expiry. <br/>
| + | |
| − | The Primary Owner creates a commitment to keep a track of a certain tasks relating to an agreement. The commitment owner on the due date of commitment, takes the appropriate action to fulfil the commitment. For example, a commitment may be to remind a supplier to provide necessary information on time , or to renew a contract, and so on.<br/>
| + | |
| − | | + | |
| − | '''To fulfill a commitment:'''<br/>
| + | |
| − | | + | |
| − | 1. On the '''Home''' page, click the <b>Notifications</b> tile, and then the <b>Commitments</b> tab. List of commitments that you need to fulfil appears.<br/>
| + | |
| − | | + | |
| − | [[File:Notification - Commitments.png]] <br/> | + | |
| − | | + | |
| − | 2. Click <b>next</b> to the commitment that is pending for you.<br/>
| + | |
| − | 3. In the <b>Add Action Details</b> tab, enter the following information:<br/>
| + | |
| − | | + | |
| − | :a. In the <b>Action Taken</b> box, type the details of the action you have taken on the commitment.<br/>
| + | |
| − | :b. In the <b>Action Date</b> box, type or select the action date from calendar.<br/>
| + | |
| − | :c. In the <b>Remarks</b> box, type your remarks, if any.<br/>
| + | |
| − | :d. In the <b>Commitment Status</b> list, select one of the following: <br/>
| + | |
| − | ::• Cancelled<br/>
| + | |
| − | ::• Failed<br/>
| + | |
| − | ::• Postponed<br/>
| + | |
| − | ::• Succeeded<br/>
| + | |
| − | If you select the status as <b>Postponed</b>, the <b>New Expected Completion Date</b> box appears.<br/>Type or select the new date from calendar.<br/>
| + | |
| − |
| + | |
| − | :e. In the <b>File</b> field, click <b>Select File</b> to upload supporting documents.<br/>
| + | |
| − | :f. Click <b>Save.</b> The message appears as follows:<br/>
| + | |
| − | <font face=Courier New><b>'Commitment will not be editable anymore. Do you want to continue?'</b></font><br/>
| + | |
| − | :g. Click <b>Save.</b><br/><br/>
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Add_Manual_Deviation|Add Manual Deviation" pageafter=" Send_an_Agreement_to_External/Third Party Signature |Send an Agreement for External/Third Party Signature" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | <div class="mw-collapsible mw-collapsed">
| + | |
| − | <div style="width:380px;float:left;" class="mw-collapsible-title">
| + | |
| − | '''Send an Agreement to External/Third Party Signature'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face="Segoe UI">
| + | |
| − | | + | |
| − | [[ICM Help|Home]] > [[Agreements]] > Send an Agreement to External/Third Party Signature <br/>
| + | |
| − | | + | |
| − | After an agreement is approved and signed internally, the agreement status changes to '''Waiting for External Signature'''. Then, you (primary owner) send it for external signature using the '''Send for External Signature''' button.<br/>
| + | |
| − | External signatory can sign the agreement manually or electronically.
| + | |
| − | When an agreement is sent for electronic signature; it is sent through electronic signature software. ICM is integrated with Electronic Signature Software (EchoSign/DocuSign). In case of manual signature, the agreement is sent by an e-mail to the external signatory.<br/>
| + | |
| − | Here is the process to send an agreement for external signature:
| + | |
| − | | + | |
| − | '''To send an agreement to external signatory:''' <br/>
| + | |
| − | :1. Click the agreement that you want to send to external signatory. The '''Details''' page appears. <br/>
| + | |
| − | :2. Click '''Send For External Signature'''. An e-mail is sent to the external signatory from Docusign. The status of the agreement changes to '''Waiting For External Signature'''.<br/>
| + | |
| − | | + | |
| − | In case of manual signature, the document is sent by an e-mail to the external signatory.<br/>
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Fulfil_a_Commitment|Fulfil a Commitment" pageafter="Electronic_Signature_for_Own_Paper |Electronic Signature for Own Paper" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | <div class="mw-collapsible mw-collapsed">
| + | |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| + | |
| − | '''Electronic Signature for Own Paper'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face="Segoe UI">
| + | |
| − | | + | |
| − | [[ICM_Help|Home]] > [[Agreements]] > Electronic Signature for Own Paper<br/> | + | |
| − | | + | |
| − | ICM is integrated with Electronic Signature Software (''EchoSign/DocuSign''). An external signatory can review an agreement and then electronically sign it by using Docusign. <br/>
| + | |
| − | You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. <br/>
| + | |
| − | | + | |
| − | '''To sign an agreement electronically:'''<br/>
| + | |
| − | | + | |
| − | 1. Open the e-mail that you have received from Electronic Signature Software (EchoSign/DocuSign), and then click '''Review Document'''. The '''Please review & Act on These Documents''' window appears. <br/>
| + | |
| − | | + | |
| − | [[File: signature mail.png]] <br/>
| + | |
| − | | + | |
| − | 2. Click to select the '''I agree to use Electronics Records and Signatures''' check box, and click '''Continue'''. The '''Fields''' menu is enabled on the left panel.<br/>
| + | |
| − | | + | |
| − | [[File: I agree.png]] <br/>
| + | |
| − | | + | |
| − | If you are using Internet Explorer, '''docusign.net wants to track your physical location''' message appears on screen. Click '''Allow'''. <br/>
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | |'''Note''': In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company. <br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | 3. Click '''Sign''' next to '''Signature'''. If you are signing the document for the first time, the '''Adopt Your Signature''' dialog box appears. <br/>
| + | |
| − | | + | |
| − | [[File: Sign1.jpg]] <br/>
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | |'''Note''': If you are a regular signer (signing a document more than once), the system inserts the signature that you have used while signing for the first time. <br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | 4. Verify your '''Full Name''', '''Initials''', and '''Signature'''. Your Full Name and Initials appear as they are entered at the time of your user creation process. <br/>
| + | |
| − | | + | |
| − | [[File: adopt your signature.png]] <br/>
| + | |
| − | | + | |
| − | 5. On the '''Select Style''' tab, verify your signature. <br/>
| + | |
| − | | + | |
| − | 6. Click '''Change Style''' to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures. <br/>You can select from the list of styles.<br/>
| + | |
| − | | + | |
| − | 7. Alternatively, click the '''Draw''' tab to draw your own signature. Click '''Clear''' to clear the signature. <br/>
| + | |
| − | | + | |
| − | 8. Click '''Adopt And Sign'''. The Signature and Initials appear onto the document. <br/>
| + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | |'''Note''': Once the signature appears onto the document, you cannot go back and change the style of the signature. <br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | 9. Click '''Finish'''. You receive a notification stating your signature process is completed.The status of the agreement changes to '''Waiting For Internal Signature'''.<br/>An e-mail is sent to the internal signatory. <br/>
| + | |
| − | | + | |
| − | Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once the Internal Signator signs the agreement, the status changes to '''Executed'''. <br/>A notification e-mail is sent to the primary owner, internal signatory, and external signatory.
| + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Send_an_Agreement_to_External/Third Party Signature|Send an Agreement to External/Third Party Signature" pageafter="Electronic_Signature_for_Third_Party_Paper |Electronic Signature for Third Party Paper" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | <div class="mw-collapsible mw-collapsed">
| + | |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| + | |
| − | '''Electronic Signature for Third Party Paper'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face="Segoe UI">
| + | |
| − | | + | |
| − | [[ICM_Help|Home]] > [[Agreements]] > Electronic Signature for Third Party Paper<br/>
| + | |
| − | | + | |
| − | ICM is integrated with Electronic Signature Software (''EchoSign/DocuSign'') that enables external signatory to review and electronically sign an agreement. <br/>
| + | |
| − | | + | |
| − | You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. <br/>
| + | |
| − | | + | |
| − | '''To sign an agreement electronically:'''<br/>
| + | |
| − | | + | |
| − | 1. Open the email that you have received from Electronic Signature Software (EchoSign/DocuSign), and then click '''Review Document'''. The '''Please review & Act on These Documents''' window appears. <br/>
| + | |
| − | | + | |
| − | [[File: signature mail.png]] <br/>
| + | |
| − | | + | |
| − | 2. Click to select the '''I agree to use Electronics Records and Signatures''' check box, and click '''Continue'''. The '''Fields''' menu is enabled on the left panel.<br/>
| + | |
| − | | + | |
| − | [[File: I agree.png]] <br/>
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | |'''Note''': If you are using Internet Explorer, '''docusign.net wants to track your physical location''' message appears. Click '''Allow'''. <br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | In the '''Fields''' menu, you can use the following options: <br/>
| + | |
| − | | + | |
| − | * '''Signature''': Drag and drop your signature onto the document. <br/>
| + | |
| − | * '''Initial''': Drag and drop your initials onto the document. <br/>
| + | |
| − | * '''Date Signed''': Drag and drop the Date onto the document. Displays current date by default. <br/>
| + | |
| − | * '''Name''': Drag and drop the Name box. Type your name into the box. <br/>
| + | |
| − | * '''Company''': Drag and drop the Company box. Type the name of your company into the box. <br/>
| + | |
| − | * '''Title''': Drag and drop the Title box. Type the title into the box. <br/>
| + | |
| − | * '''Text''': Drag and drop Text box. Type additional text into the box. <br/>
| + | |
| − | * '''Checkbox''': Drag and drop Checkbox into the document. <br/>
| + | |
| − | | + | |
| − | 3. Drag the Signature onto the document. The '''Adopt Your Signature''' dialog box appears. Verify your '''Full Name''', '''Initials''', and '''Signature'''. <br/>Your Full Name and Initials appear as they are entered at the time of your user creation process. <br/>
| + | |
| − | | + | |
| − | [[File: adopt your signature.png]] <br/>
| + | |
| − | | + | |
| − | 4. On the '''Select Style''' tab, verify your signature. <br/>
| + | |
| − | | + | |
| − | 5. Click '''Change Style''' to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures. <br/>You can select from the list of styles.<br/>
| + | |
| − | | + | |
| − | 6. Alternatively, click the '''Draw''' tab to draw your own signature. Click '''Clear''' to clear the signature. <br/>
| + | |
| − | | + | |
| − | 7. Click '''Adopt And Sign'''. The Signature and Initials appear onto the document. <br/>
| + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | |'''Note''': Once the signature appears onto the document, you cannot go back and change the style of the signature. <br/>
| + | |
| − | |} <br/>
| + | |
| − | | + | |
| − | 8. Click the '''Other Actions''' menu. <br/>
| + | |
| − | | + | |
| − | [[File: other actions.png]] <br/>
| + | |
| − | | + | |
| − | In the dialog box that appears, select from the following options: <br/>
| + | |
| − | | + | |
| − | :A. Click '''FINISH LATER''' to save the document in its current state, and finish the signing process at a later time. <br/>
| + | |
| − | :B. Click '''PRINT & SIGN''' to print the document, and sign it in ink. You can scan and upload, or fax the document. <br/>
| + | |
| − | :C. Click '''ASSIGN TO SOMEONE ELSE''' to assign a third person as a signatory. <br/>
| + | |
| − | | + | |
| − | [[File: assign someone else.png]] <br/>
| + | |
| − | | + | |
| − | In the '''Assign to Someone Else''' dialog box, fill in the following:
| + | |
| − | ::1. In the '''Email Address for the New Signer''' box, type the email address of the person you want to assign the envelope. <br/>
| + | |
| − | ::2. In the '''New Signer's Name''' box, type the name of the new signor.<br/>
| + | |
| − | ::3. In the '''Please provide a reason to Research Team for changing signing responsibility ''' box, type the reason for changing the signing responsibility.<br/>
| + | |
| − | ::4. Click '''ASSIGN TO SOMEONE ELSE'''. The new signor and the original sender receives a notification with you as a Carbon Copy (CC) recipient.<br/>
| + | |
| − | | + | |
| − | :D. Click '''DECLINE TO SIGN''' to notify the sender that you refuse to sign the document. <br/>
| + | |
| − | | + | |
| − | 9. Click '''FINISH''' to complete the signature process. You receive a notification stating your signature process is completed.
| + | |
| − | The status of the agreement changes to '''Waiting For Internal Signature'''. An email is sent to the internal signatory. <br/>
| + | |
| − | | + | |
| − | Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once an Internal Signatory signs the agreement, the status of the agreement changes to '''Executed'''. <br/>A notification email is sent to the primary owner, internal signatory, and external signatory. <br/>
| + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Electronic_Signature_for_Own_Paper|Electronic Signature for Own Paper" pageafter="Manual_Signature |Manual Signature" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | <div class="mw-collapsible mw-collapsed">
| + | |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| + | |
| − | '''Manual Signature'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face="Segoe UI">
| + | |
| − | | + | |
| − | [[ICM_Help|Home]] > [[Agreements]] > Manual Signature<br/>
| + | |
| − | | + | |
| − | An external signatory can review an agreement and then manually sign it by downloading the attachment received in email.
| + | |
| − | You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. <br/>
| + | |
| − | | + | |
| − | '''To sign an agreement manually:''' <br/>
| + | |
| − | 1. Open the e-mail that you have received from ICM, and then click '''Download''' to download the attachment that you have received in the mail. <br/>
| + | |
| − | | + | |
| − | [[File: manual signmail.png]] <br/>
| + | |
| − | | + | |
| − | 2. Sign the hard copy of the agreement, and then scan the copy. <br/>
| + | |
| − | | + | |
| − | 3. On the '''Details''' tab of the agreement, click '''Upload Signed Copy''' . The '''Upload Document''' dialog box appears. <br/>
| + | |
| − | | + | |
| − | [[File: upload copy1.png]] <br/>
| + | |
| − | | + | |
| − | 4. Click '''Select File''', and then upload the signed copy of the agreement. The status of the agreement changes to '''Waiting For Internal Signature'''.<br/>
| + | |
| − | | + | |
| − | [[File: upload window.png]] <br/>
| + | |
| − | | + | |
| − | Once the external signatory signs an agreement, an e-mail is sent to the internal signatory for signature. <br/>
| + | |
| − | | + | |
| − | [[File: internal signmail.png]] <br/>
| + | |
| − | | + | |
| − | | + | |
| − | 5. The internal signatory follows steps 1 to 4 for the manual signature. <br/>Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''''Executed''''. <br/>A notification e-mail is sent to the primary owner, internal signatory, and external signatory. <br/>
| + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Electronic_Signature_for_Third Party Paper|Electronic Signature for Third Party Paper" pageafter="Post_-_Execution_Review_of_an_Agreement/Contract |Post - Execution Review of an Agreement/Contract" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| | | | |
| | ==Terminate a Contract/Agreement== | | ==Terminate a Contract/Agreement== |
| − | <div class="mw-collapsible mw-collapsed">
| + | [[Post - Execution Review of an Agreement/Contract]]<br/> |
| − | <div style="width:370px;float:left;" class="mw-collapsible-title">
| + | [[Terminate an Agreement]]<br/> |
| − | '''Post - Execution Review of an Agreement/Contract'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI ">
| + | |
| − | | + | |
| − | [[ICM Help|Home]] > [[Agreements]] > Post - Execution Review of an Agreement/Contract<br/> | + | |
| − | | + | |
| − | The primary owner (you) initiates the post - execution review before terminating an agreement. For more details refer topic [[Terminate an Agreement]].<br/>
| + | |
| − | In the post execution review, the authorized reviewer reviews the agreement. The reviewer verifies the clauses, terms and conditions,commitments of the agreement.
| + | |
| − | | + | |
| − | Let us see now how to initiate the post - execution review:<br/>
| + | |
| − | | + | |
| − | 1. On the '''ICM Home page''', click the <b>Agreements</b> tile. The list of existing agreements is displayed on the '''Agreements''' page. <br/>
| + | |
| − |
| + | |
| − | 2. Enter the '''Search For''' parameter as '''Status.''' <br/>
| + | |
| − | | + | |
| − | 3. Select the status as '''Executed'''. The list of executed agreements is displayed in a tabular format.<br/>
| + | |
| − | | + | |
| − | 4. Click the '''View Record''' icon next to the appropriate agreement record to view the agreement details.<br/>
| + | |
| − | | + | |
| − | 5. Click on '''Send for Review''' button to send the agreement for a post-execution review.<br/>
| + | |
| − |
| + | |
| − | [[File:Post Execution Review - 1.png]] <br/><br/> | + | |
| − | | + | |
| − | As per the rule, contract will be sent to the person who is added in a Team as a Reviewer.<br/>
| + | |
| − | <br/>
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Manual_Signature|Manual Signature" pageafter="Terminate_an_Agreement |Terminate an Agreement" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | <div class="mw-collapsible mw-collapsed">
| + | |
| − | <div style="width:200px;float:left;" class="mw-collapsible-title">
| + | |
| − | '''Terminate an Agreement'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI ">
| + | |
| − | | + | |
| − | [[ICM Help|Home]] > [[Agreements]] > Terminate an Agreement<br/>
| + | |
| − | | + | |
| − | Terminate an agreement means putting an end to the existing executed agreement. You can terminate an agreement for various business reasons.<br/>
| + | |
| − | <div>
| + | |
| − | <div style="float:left;width:68%;" >
| + | |
| − | '''Prerequisite to terminate an agreement''':<br/>
| + | |
| − | The primary owner (you) initiates the post - execution review before terminating the agreement. The authorized reviewer in the team reviews the agreement. After the agreement is reviewed, the status of the agreement changes to '''Reviewed'''. Thereafter, primary owner (you) can terminate the agreement.<br/> Refer topic [[Post_-_Execution_Review_of_an_Agreement/Contract|Post - execution review of an agreement]] for more details.
| + | |
| − | <br/>
| + | |
| − | | + | |
| − | Let us see now how to terminate an agreement: <br/>
| + | |
| − | 1. On the '''ICM Home page''', click the <b>Agreements</b> tile. The list of existing agreements is displayed on the '''Agreements''' page. <br/>
| + | |
| − |
| + | |
| − | 2. Enter the '''Search For''' parameter as '''Status.''' Agreements having various status are displayed along with the count of agreements having respective status.<br/>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | </div>
| + | |
| − | <div style="clear:both"></div>
| + | |
| − | 3. Select the status as '''Executed'''. A list of executed agreements is displayed in a tabular format.<br/>
| + | |
| − | | + | |
| − | 4. Click the agreement name link that you want to send for the post execution review. The '''Agreement Details''' page appears,click '''Send for Review'''. After the agreement is reviewed by the authorized reviewer in the team, the agreement status changes to '''Reviewed'''<br/>
| + | |
| − | | + | |
| − | 5. Click the agreement name link to open the agreement, the '''Agreement Details''' page appears. Click '''Terminate''' to terminate the agreement. The agreement status changes to '''Terminated''' .<br/><br/> [[file:Agreement details_1.png]]<br/><br/>[[file:Agreement status.png]]
| + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Post_ - Execution_Review_of_an_Agreement/Contract|Post - Execution Review of an Agreement/Contract" pageafter= "Add_Amendment_to_a_Contract/Agreement | Add Amendment to a Contract/Agreement" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| | | | |
| | ==Add Amendment to a Contract/Agreement== | | ==Add Amendment to a Contract/Agreement== |
| − | <div class="mw-collapsible mw-collapsed">
| + | [[Add Amendment to a Contract/Agreement]]<br/> |
| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
| + | |
| − | '''Add Amendment to a Contract/Agreement'''
| + | |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI">
| + | |
| − | | + | |
| − | [[ICM Help| Home]] > [[Agreements]] > Add Amendment to a Contract/Agreement<br/> | + | |
| − | | + | |
| − | Once an agreement is executed, you cannot edit it. However, you can add amendment to an executed agreement. <br/>
| + | |
| − | | + | |
| − | To add amendment to an agreement: <br/>
| + | |
| − | | + | |
| − | 1. On the '''Agreement Details''' page, click '''Add amendment'''. The '''Add amendment''' page appears. <br/>
| + | |
| − | | + | |
| − | 2. On the '''Attributes''' tab, make changes to the information that you want to update, and then click '''Next'''. The '''Verify''' tab appears.<br/>
| + | |
| − | <div>
| + | |
| − | <div style="float:left;width:65%;" >
| + | |
| − | 3. On the '''Verify''' tab, verify the information that you have updated, and then click '''Create'''. The '''Amendment Details''' page appears. The amendment moves to the '''Draft''' state.<br/>
| + | |
| − | | + | |
| − | 4. On the '''Amendment Details''' page, do the following: <br/>
| + | |
| − | | + | |
| − | Click the buttons as appropriate:
| + | |
| − | * '''Download Document''' to download the document for review. <br/>
| + | |
| − | * '''Upload Document''' to upload the document. <br/>
| + | |
| − | * '''Edit''' to edit the amendment. <br/>
| + | |
| − | * '''Publish''' to publish the amendment. <br/>
| + | |
| − | | + | |
| − | The parent agreement appears on the upper right corner above the amendment summary. <br/>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | </div>
| + | |
| − | <div style="clear:both"></div>
| + | |
| − | [[File:Add amendment.png]] <br/>
| + | |
| − | | + | |
| − | Click the '''name of the agreement''' (for example, ICMMSATest_28) to view the parent agreement.<br/>
| + | |
| − | The amendment appears on the '''Amendment''' tab on the '''Agreement Details''' page (of the parent agreement). <br/>
| + | |
| − | | + | |
| − | 5. Click [[File: eyeball.png]] to view the amendment.<br/>
| + | |
| − | | + | |
| − | {| class="wikitable" |-style="horizontal:align-top;"
| + | |
| − | |'''Note''': After adding an amendment to an agreement, it has to go through the similar flow of agreement from draft until execution. <br/>When the amendment is executed, it supersedes the original agreement and the status changes to '''Superseded'''. <br/>
| + | |
| − | |}
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Terminate_an_Agreement|Terminate an Agreement" pageafter="Install_ICM_Excel_Add-In |Install ICM Excel Add-In" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| | | | |
| | ==Upload Agreements Using MS Excel== | | ==Upload Agreements Using MS Excel== |
| − | <div class="mw-collapsible mw-collapsed">
| + | [[Install ICM Excel Add-In]]<br/> |
| − | <div style="width:200px;float:left;" class="mw-collapsible-title">
| + | [[Log In to ICM Excel Add-In]]<br/> |
| − | '''Install ICM Excel Add-In'''
| + | [[Upload Agreements Using ICM Bulk Insert]]<br/> |
| − | </div>
| + | |
| − | <div class="mw-collapsible-content">
| + | |
| − | <font face=" Segoe UI ">
| + | |
| − | | + | |
| − | [[ICM Help|Home]] > [[Agreements]] > Install ICM Excel Add-In<br/> | + | |
| − | | + | |
| − | ICM Excel Add-in is a software program that adds ICM functionality to Microsoft Excel. Once you install the Add-in, it gets integrated with Microsoft Excel. <br/>
| + | |
| − | | + | |
| − | == System Requirements ==
| + | |
| − |
| + | |
| − | - Microsoft Office 2010 and above <br/>
| + | |
| − | - Microsoft .NET Framework 4.5 and above <br/>
| + | |
| − | - Visual Studio 2012 Tools for Office Runtime package <br/>
| + | |
| − | | + | |
| − | == Installing ICM Excel Add-in ==
| + | |
| − | | + | |
| − | To install the ICM Excel Add-In <br/>
| + | |
| − | | + | |
| − | 1. Double-click the '''setup.exe''' program file on your hard disk to start the Setup program. <br/>
| + | |
| − | | + | |
| − | 2. In the '''ICM Excel Add-In - InstallShield Wizard''', Click '''Next'''. <br/>
| + | |
| − | | + | |
| − | [[File:Welcome xl.jpg]] <br/>
| + | |
| − | | + | |
| − | 3. Read the '''Readme information''', and then click '''Next'''. <br/>
| + | |
| − | | + | |
| − | [[File:Readme xl.jpg]] <br/> | + | |
| − | | + | |
| − | 4. Check the settings before you begin the installation, and then click '''Install'''. If you want to review or change any of your installation settings, click '''Back'''.<br/>Click '''Cancel''' to exit the wizard. <br/>
| + | |
| − | | + | |
| − | [[File:Instll xl.jpg]] <br/>
| + | |
| − | | + | |
| − | 5. In the '''Do you want to allow the following program from an unknown publisher to make changes to this computer?''' message, Click '''Yes'''.<br/>Once the installation completes, the '''InstallShield Wizard Completed''' message appears.<br/>
| + | |
| − | | + | |
| − | 6. Click '''Finish'''. <br/>
| + | |
| − | | + | |
| − | [[File:Wzrd complt.jpg]] <br/>
| + | |
| − | | + | |
| − | | + | |
| − | Once you install the ICM Excel Add-in, the '''ICM Bulk Insert''' tab appears on the Microsoft Excel toolbar.<br/>
| + | |
| − | | + | |
| − | [[File:Bulk insrt tab.jpg]]
| + | |
| − | | + | |
| − | | + | |
| − | To learn how to log on to the ICM Excel Add-in, click [[Log_In_to_ICM_Excel_Add-In|[Log In to ICM Excel Add-In | Login to the ICM Excel Add-In]]. <br/>
| + | |
| − | | + | |
| − | | + | |
| − | | + | |
| − | </font>
| + | |
| − | <link-page pagebefore="Add_Amendment_to_Contract/Agreement|Add Amendment to Contract/Agreement" pageafter="Log_In_to_ICM_Excel_Add-In |Log In to ICM Excel Add-In" />
| + | |
| − | | + | |
| − | </div>
| + | |
| − | </div>
| + | |
| − | | + | |
| − | <div class="mw-collapsible mw-collapsed">
| + | |
| − | <div style="width:200px;float:left;" class="mw-collapsible-title">
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| − | '''Log In to ICM Excel Add-In'''
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| − | </div>
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| − | <div class="mw-collapsible-content">
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| − | This text is hidden, user can see this text by clicking on expand button. Demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text
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| − | </div>
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| − | </div>
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| − | <div class="mw-collapsible mw-collapsed">
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| − | <div style="width:300px;float:left;" class="mw-collapsible-title">
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| − | '''Upload Agreements Using ICM Bulk Insert'''
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| − | <div class="mw-collapsible-content">
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| − | <font face=" Segoe UI ">
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| − | [[ICM_Help|Home]] > [[Agreements]] > Upload Agreements Using ICM Bulk Insert<br/>
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| − | With Microsoft Excel Add-in, you can create and upload agreements in your central ICM repository using the familiar Microsoft Excel interface. <br/>You can use ICM Excel Add-in to create agreements in bulk, and upload them into ICM at once. <br/>
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| | | | |
| | == Upload agreements to ICM == | | == Upload agreements to ICM == |
| − | | + | [[Upload Agreements to ICM]]<br/> |
| − | By using '''ICM Excel Add-In''', you can upload bulk of agreements at once. <br/>
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| − | To upload agreements: <br/>
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| − | 1. On the '''ICM Bulk Insert''' tab, in the '''Selections''' group, click '''Contract Type''' list, and then select appropriate contract type. <br/>
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| − | [[File: Excel sel.jpg]] <br/> | + | |
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| − | 2. In the '''Action''' list, select from the following actions: <br/>
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| − | * '''Create Agreement''': Click to create a new agreement. <br/>
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| − | * '''Create Agreement With Association''': Click to create agreement and add associations (associated document/agreement) to it. <br/>
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| − | * '''Update Agreement''': Click to update an existing agreement. <br/>
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| − | * '''Add Associations To Existing Agreements''': Click to add associations to already created agreements. <br/>
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| − | * '''Update Associations Of Existing Agreements''': Click to update the associations of already created agreements. <br/>
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| − | * '''Add Amendment''': Click to add amendments to agreements. <br/>
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| − | * '''Update Amendment''': Click to update existing amendment. <br/>
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| − | * '''Update Associations Of Existing Amendments''': Click to add/update associations of existing amendments. <br/>
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| − | 3. In the '''Actions''' group, click '''Populate Workbook'''. The ''''This will populate workbook for selected action. Do you want to continue?'''' message appears. <br/>
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| − | [[File: Populate.jpg]] <br/>
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| − | 4. Click '''Yes'''. All the attributes related to the selected contract type appear as column headers in the excel sheet. <br/>
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| − | 5. Fill appropriate information in the attributes. <br/>
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| − | {| class="wikitable" |-style="horizontal:align-top;"
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| − | | '''Note''': <br/>The attributes that appear in red color are mandatory. <br/>For example, in the '''Status''' attribute, you must select the status from '''Draft''', '''Publish''', '''Send For approval''', and '''DirectByPass''' (execute).
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| − | |}
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| − | 6. Click '''Upload'''. The '''Agreements created successfully''' message appears. The agreement appears in ICM as well as gets listed in the excel sheet. <br/>
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| − | </font>
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| − | <<link-page pagebefore="Log_In_to_ICM_Excel_Add-In| Log In to ICM Excel Add-In " pageafter="Create_an_Associated_Document |Create an Associated Document" />
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| − | </div>
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| − | </div>
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| | | | |
| | ==Association Management== | | ==Association Management== |
| − | <div class="mw-collapsible mw-collapsed">
| + | [[Create an Associated Document]]<br/> |
| − | <div style="width:240px;float:left;" class="mw-collapsible-title">
| + | [[Search an Associated Document]]<br/> |
| − | '''Create an Associated Document'''
| + | [[Approve an Associated Document]]<br/> |
| − | </div>
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| − | <div class="mw-collapsible-content">
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| − | <font face=" Segoe UI ">
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| − | [[ICM Help|Home]] > [[Agreement Management]] > Create an Associated Document<br/> | + | |
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| − | In ICM, now you can create the associated documents separately. <br/>
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| − | '''To create an associated document:''' <br/>
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| − | 1. On the ICM Home page, click the '''Associated Documents''' tile. The '''Associated Documents''' page appears. <br/>
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| − | 2. Click the '''Create Associated Document''' tile. The Create Associated Document wizard opens. <br/>
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| − | The wizard consists of two tabs: <br/>
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| − | * '''Associated Details''' <br/>
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| − | * '''Metadata''' <br/>
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| − | Enter the data in each tab as follows and click '''Next''' to go to the next tab. <br/>
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| − | * '''Associated Details''' <br/>
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| − | [[File:Association Details.jpg]] <br/>
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| − | 1. In the '''Parent Agreement''' field, click [[File:Spec.jpg]] to select the agreement for which you want to create the associated document. <br/>
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| − | 2. In the '''Category''' list, select the category of the associated document. <br/>
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| − | 3. In the '''Contract Type Name''', select the contract type for which you want to create the associated document. <br/>
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| − | * '''Metadata''' <br/>
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| − | In the '''Metadata''' tab, enter the appropriate information in the attributes, in the '''File Path''' field upload the associated document, and then click Create. The '''Associated Document''' gets created. <br/>
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| − | </font>
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| − | <link-page " pageafter=" Search_an_Associated_Document | Search an Associated Document" />
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| − | </div>
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| − | </div>
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| − | <div class="mw-collapsible mw-collapsed">
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| − | <div style="width:240px;float:left;" class="mw-collapsible-title">
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| − | '''Search an Associated Document'''
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| − | </div>
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| − | <div class="mw-collapsible-content">
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| − | <font face="Segoe UI">
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| − | [[ICM Help|Home]] > [[Agreement Management]] > Search an Associated Document<br/>
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| − | Use '''Search''' feature to get relevant search results. You can use various methods to narrow down your search and locate the associated document you are looking for.
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| − | '''To search associated documents:'''<br/>
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| − | 1. On the ICM Home page, click the '''Associated Document''' tile. The Associated Document page appears. <br/>
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| − | [[File:Associated Document page.jpg]]<br/><br/> | + | |
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| − | Search for a specific associated document by using any of the following options:
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| − | 2. Under '''Search For''',
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| − | :* Click the '''Select Field''' list, and then select appropriate item from the list. The results that are relevant to the item appear. For example, if you select '''Status''' (to filter associations according to various status' pf associated documents), list of various status' of associated documents appear. You can then select appropriate status to filter your search. <br/>
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| − | :* The number in the bracket denotes the number of available items which contain the search term. You can also select multiple options.<br/>
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| − | [[File:Search associated doc.jpg]]<br/><br/>
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| − | :* To narrow your search, type free text in the '''Custom Keyword''' box, and then click '''Apply'''.
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| − | 3. Alternatively, type '''keywords''' in the search box that is provided above the list of existing associated documents. A list of relevant associated documents appears. <br/>
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| − | 4. You can further narrow your search by using any of the following methods:<br/>
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| − | {| class="wikitable"
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| − | |- style="vertical-align:middle;"
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| − | |style="height:5px; width:100px; text-align:left;" | '''Search Term'''
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| − | |style="height:5px; width:500px; text-align:left;" | '''Result'''
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| − | |- style="horizontal-align:middle;"
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| − | |style="height:5px; width:100px; text-align:left;" | "..."
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| − | |style="height:5px; width:500px; text-align:left;" | Type the search term in double quotation marks. It shows existing associated documents that include the exact search term.
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| − | | + | |
| − | |- style="horizontal-align:middle;"
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| − | |style="height:5px; width:100px; text-align:left;" | *...*
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| − | |style="height:5px; width:500px; text-align:left;" | Type the search term in star characters. It shows existing associated documents that include the exact search term.
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| − | | + | |
| − | |- style="horizontal-align:middle;"
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| − | |style="height:5px; width:100px; text-align:left;" | *...
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| − | |style="height:5px; width:500px; text-align:left;" | Prefix * to the search term. It shows existing associated documents that end with this term.
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| − | | + | |
| − | |- style="horizontal-align:middle;"
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| − | |style="height:5px; width:100px; text-align:left;" | ...*
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| − | |style="height:5px; width:500px; text-align:left;" | Suffix * to the search term. It shows existing associated documents that start with this term.
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| − | |}
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| − | '''Viewing the saved search terms and mark search as a Favorite'''
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| − | You can view your saved search terms by doing the following:
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| − | :a. In the '''More Searches''' box, select your '''saved search'''.
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| − | :b. Click [[File: favorite icon.jpg]] to mark the search term as '''favorite'''. You can find your marked favorites below the tiles. <br/>
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| − | To learn how to save your search, click [[Save_Your_Search_Results|Save Your Search Results]]. <br/>
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| − | </font>
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| − | <link-page pagebefore="Create_an_Associated_Document|Create an Associated Document" pageafter="Approve_an_Associated_Document|Approve an Associated Document" />
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| − | </div>
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| − | </div>
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| − | <div class="mw-collapsible mw-collapsed">
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| − | <div style="width:240px;float:left;" class="mw-collapsible-title">
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| − | '''Approve an Associated Document'''
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| − | </div>
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| − | <div class="mw-collapsible-content">
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| − | <font face=" Segoe UI ">
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| − | [[ICM Help|Home]] > [[Agreement Management]] > Approve an Associated Document<br/>
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| − | | + | |
| − | When the associated document is created, the approval rule triggers, and the document is sent to the approvers that are set by the approver rule. If you are an approver, you can approve or reject the associated document. <br/>
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| − | To Approve an associated document: <br/>
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| − | | + | |
| − | 1. On your Home page, click the '''Notifications''' tile. The '''Tasks''' tab appears by default. <br/>
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| − | [[File:Associated doc notification.jpg]] <br/>
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| − | 2. Click the association name link that you want to approve. The '''Associated Document Details''' page appears. <br/>
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| − | [[File:Associated doc details.jpg]] <br/>
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| − | 3. To Approve the document, click '''Approve'''. To reject the document, click '''Reject'''. <br/>
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| − | 4. If you click:
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| − | * '''Approve''': The '''Add Note''' dialog box appears. Type your comments and then click '''Add'''. The associated document gets approved. <br/>
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| − | [[File:Approve asso.jpg]] <br/>
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| − | * '''Reject''': The '''Add Note''' dialog box appears. Type your comments, select the appropriate reason code, and then click '''Add'''. The associated document gets rejected and goes into the '''Draft''' state. <br/>
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| − | [[File:Reject assoc..jpg]] <br/>
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| − | </font>
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| − | </div>
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| − | </div>
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